IFP Advisors, Inc
TAMPA FL · SEC CIK 0001641866
$48.23亿2026Q1 申报市值
5,032持仓数
14.5%前十大占比 · 第一大 2.6%
324 / 191新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$1,958.95万
MSFT 加仓+$1,896.05万
IWM 加仓+$1,527.28万
IVE 加仓+$1,347.64万
AAPL 加仓+$1,332.07万
2026Q1 卖出最多 按季末市值估算
GFI 减仓-$1,517.49万
IVW 减仓-$1,416.24万
HDV 减仓-$913.18万
ISHARES TR 清仓-$807.22万
XLC 减仓-$723.02万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BSCV | INVESCO EXCH TRD SLF IDX FD | $10.68万 | 0.00% | 6,490 | 250 | 4.0% | $4,115 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $10.67万 | 0.00% | 5,573 | 853 | 18.1% | $1.63万 | 加仓 |
| BAX | BAXTER INTL INC | $10.67万 | 0.00% | 6,352 | 2,325 | 57.7% | $3.91万 | 加仓 |
| DHS | WISDOMTREE TR | $10.67万 | 0.00% | 977 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $10.67万 | 0.00% | 1,972 | -1,024 | -34.2% | -$5.54万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $10.64万 | 0.00% | 2,671 | 2,206 | 474.4% | $8.79万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $10.58万 | 0.00% | 4,479 | 1 | 0.0% | $24 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $10.57万 | 0.00% | 2,296 | 2,296 | — | $10.57万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $10.55万 | 0.00% | 11,558 | 4,970 | 75.4% | $4.54万 | 加仓 |
| LTC | LTC PPTYS INC | $10.53万 | 0.00% | 2,834 | 1,100 | 63.4% | $4.09万 | 加仓 |
| AZZ | AZZ INC | $10.52万 | 0.00% | 841 | 827 | 5,907.1% | $10.35万 | 加仓 |
| ISPY | PROSHARES TR | $10.50万 | 0.00% | 2,423 | 67 | 2.8% | $2,904 | 加仓 |
| HCI | HCI GROUP INC | $10.50万 | 0.00% | 679 | 569 | 517.3% | $8.80万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $10.42万 | 0.00% | 1,948 | 275 | 16.4% | $1.47万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $10.42万 | 0.00% | 1,627 | -501 | -23.5% | -$3.21万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $10.40万 | 0.00% | 2,880 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $10.38万 | 0.00% | 1,258 | 33 | 2.7% | $2,722 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $10.36万 | 0.00% | 6,194 | 2,879 | 86.8% | $4.81万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $10.35万 | 0.00% | 6,953 | 74 | 1.1% | $1,102 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $10.33万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $10.32万 | 0.00% | 1,794 | 21 | 1.2% | $1,209 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $10.29万 | 0.00% | 354 | -6 | -1.7% | -$1,744 | 减仓 |
| KVYO | KLAVIYO INC | $10.29万 | 0.00% | 5,287 | 303 | 6.1% | $5,896 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $10.28万 | 0.00% | 4,347 | 248 | 6.1% | $5,866 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $10.27万 | 0.00% | 3,964 | -81 | -2.0% | -$2,098 | 减仓 |
| — | CALAMOS ETF TR | $10.25万 | 0.00% | 4,665 | 4,665 | — | $10.25万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $10.24万 | 0.00% | 1,617 | -3,945 | -70.9% | -$24.99万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $10.22万 | 0.00% | 5,541 | -4,915 | -47.0% | -$9.07万 | 减仓 |
| PATK | PATRICK INDS INC | $10.15万 | 0.00% | 914 | -1 | -0.1% | -$111 | 减仓 |
| TLN | TALEN ENERGY CORP | $10.15万 | 0.00% | 318 | -21 | -6.2% | -$6,704 | 减仓 |
| INDA | ISHARES TR | $10.14万 | 0.00% | 2,165 | -3,055 | -58.5% | -$14.31万 | 减仓 |
| — | CALAMOS ETF TR | $10.13万 | 0.00% | 5,370 | -970 | -15.3% | -$1.83万 | 减仓 |
| IYF | ISHARES TR | $10.07万 | 0.00% | 856 | -158 | -15.6% | -$1.86万 | 减仓 |
| IWC | ISHARES TR | $10.07万 | 0.00% | 631 | -459 | -42.1% | -$7.33万 | 减仓 |
| EIS | ISHARES INC | $10.06万 | 0.00% | 867 | 464 | 115.1% | $5.38万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $10.06万 | 0.00% | 6,122 | -204 | -3.2% | -$3,352 | 减仓 |
| — | INNOVATOR ETFS TRUST | $10.04万 | 0.00% | 3,560 | -560 | -13.6% | -$1.58万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $9.99万 | 0.00% | 870 | -66 | -7.1% | -$7,580 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $9.98万 | 0.00% | 2,002 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $9.96万 | 0.00% | 4,698 | 25 | 0.5% | $530 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $9.95万 | 0.00% | 1,921 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $9.92万 | 0.00% | 2,619 | -2,540 | -49.2% | -$9.62万 | 减仓 |
| BIDU | BAIDU INC | $9.92万 | 0.00% | 890 | 54 | 6.5% | $6,017 | 加仓 |
| RITM | RITHM CAPITAL CORP | $9.91万 | 0.00% | 10,451 | -1,754 | -14.4% | -$1.66万 | 减仓 |
| CLVT | CLARIVATE PLC | $9.90万 | 0.00% | 39,132 | -4,937 | -11.2% | -$1.25万 | 减仓 |
| — | ISHARES TR | $9.90万 | 0.00% | 2,971 | 2,971 | — | $9.90万 | 新建仓 |
| — | KRANESHARES TRUST | $9.87万 | 0.00% | 5,275 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $9.86万 | 0.00% | 625 | -17 | -2.6% | -$2,683 | 减仓 |
| URA | GLOBAL X FDS | $9.86万 | 0.00% | 2,035 | -47 | -2.3% | -$2,276 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $9.84万 | 0.00% | 1,053 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $9.84万 | 0.00% | 1,663 | 1,363 | 454.3% | $8.07万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $9.82万 | 0.00% | 875 | 333 | 61.4% | $3.74万 | 加仓 |
| HYLB | DBX ETF TR | $9.82万 | 0.00% | 2,715 | -141 | -4.9% | -$5,099 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $9.81万 | 0.00% | 4,599 | 468 | 11.3% | $9,978 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $9.80万 | 0.00% | 2,278 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $9.79万 | 0.00% | 891 | -149 | -14.3% | -$1.64万 | 减仓 |
| — | CARNIVAL PLC | $9.79万 | 0.00% | 3,800 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $9.72万 | 0.00% | 1,552 | -59 | -3.7% | -$3,693 | 减仓 |
| S | SENTINELONE INC | $9.71万 | 0.00% | 7,541 | -6,690 | -47.0% | -$8.62万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $9.71万 | 0.00% | 1,651 | 7 | 0.4% | $412 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $9.70万 | 0.00% | 4,467 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $9.68万 | 0.00% | 6,892 | -350 | -4.8% | -$4,914 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $9.65万 | 0.00% | 1,192 | 0 | 0.0% | — | 不变 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $9.64万 | 0.00% | 8,273 | 8,273 | — | $9.64万 | 新建仓 |
| — | BOEING CO | $9.63万 | 0.00% | 1,484 | 833 | 128.0% | $5.40万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $9.59万 | 0.00% | 2,223 | -129 | -5.5% | -$5,568 | 减仓 |
| ILF | ISHARES TR | $9.59万 | 0.00% | 2,700 | 192 | 7.7% | $6,820 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $9.58万 | 0.00% | 730 | -303 | -29.3% | -$3.98万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $9.58万 | 0.00% | 2,257 | -1,114 | -33.0% | -$4.73万 | 减仓 |
| EEMA | ISHARES INC | $9.57万 | 0.00% | 1,000 | 500 | 100.0% | $4.79万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $9.56万 | 0.00% | 2,874 | 2,655 | 1,212.3% | $8.84万 | 加仓 |
| — | GLOBAL X FDS | $9.53万 | 0.00% | 4,529 | 278 | 6.5% | $5,849 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $9.53万 | 0.00% | 578 | 204 | 54.5% | $3.36万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $9.52万 | 0.00% | 5,636 | 2,250 | 66.5% | $3.80万 | 加仓 |
| EPAM | EPAM SYS INC | $9.52万 | 0.00% | 703 | -16 | -2.2% | -$2,166 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $9.49万 | 0.00% | 3,519 | 11 | 0.3% | $297 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $9.47万 | 0.00% | 2,305 | -641 | -21.8% | -$2.63万 | 减仓 |
| OKTA | OKTA INC | $9.46万 | 0.00% | 1,202 | -89 | -6.9% | -$7,005 | 减仓 |
| CUBE | CUBESMART | $9.46万 | 0.00% | 2,580 | 851 | 49.2% | $3.12万 | 加仓 |
| — | WISDOMTREE TR | $9.42万 | 0.00% | 1,137 | 2 | 0.2% | $166 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $9.41万 | 0.00% | 1,229 | 924 | 303.0% | $7.07万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $9.41万 | 0.00% | 1,193 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $9.38万 | 0.00% | 731 | 583 | 393.9% | $7.48万 | 加仓 |
| EDV | VANGUARD WORLD FD | $9.38万 | 0.00% | 1,444 | -877 | -37.8% | -$5.70万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $9.36万 | 0.00% | 5,015 | 1,901 | 61.0% | $3.55万 | 加仓 |
| — | STRATEGY SHS | $9.35万 | 0.00% | 3,708 | 3,708 | — | $9.35万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $9.35万 | 0.00% | 3,213 | 1,813 | 129.5% | $5.27万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $9.33万 | 0.00% | 1,610 | -33 | -2.0% | -$1,913 | 减仓 |
| HYGV | FLEXSHARES TR | $9.32万 | 0.00% | 2,326 | 24 | 1.0% | $961 | 加仓 |
| REET | ISHARES TR | $9.30万 | 0.00% | 3,696 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $9.29万 | 0.00% | 974 | -3,187 | -76.6% | -$30.41万 | 减仓 |
| FLXR | TCW ETF TRUST | $9.28万 | 0.00% | 2,364 | 2,090 | 762.8% | $8.21万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $9.22万 | 0.00% | 2,055 | 40 | 2.0% | $1,795 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $9.21万 | 0.00% | 2,345 | 12 | 0.5% | $471 | 加仓 |
| MINO | PIMCO ETF TR | $9.20万 | 0.00% | 2,036 | -110 | -5.1% | -$4,969 | 减仓 |
| BALL | BALL CORP | $9.19万 | 0.00% | 1,554 | -95 | -5.8% | -$5,615 | 减仓 |
| APTV | APTIV PLC | $9.17万 | 0.00% | 1,320 | -58 | -4.2% | -$4,028 | 减仓 |
| NYF | ISHARES TR | $9.16万 | 0.00% | 1,725 | 13 | 0.8% | $691 | 加仓 |
| AVNT | AVIENT CORPORATION | $9.15万 | 0.00% | 2,522 | -59 | -2.3% | -$2,142 | 减仓 |
| USO | UNITED STS OIL FD LP | $9.15万 | 0.00% | 719 | 453 | 170.3% | $5.76万 | 加仓 |